This example will show you how to create a process for recruiting a new employee. It will be based on an application form the candidate will be required to fill in (we will instruct you how to create the form in the first part of the example). This basic workflow will contain a form element for the start, as always. We will link the form element to a person, (a manager who needs to approve or reject the candidate). If this person approves the application it will reach the finish element. If he rejects it - It will go back to the start.
| 1- | Enter the form builder and create a new blank form |
| 2- | Give your form a name ("Properties" panel > Form> Settings > General> Form Name) |
| 3- | Press on the "Save" icon in the upper toolbar to save the form |
| 4- | Drag the following fields from this "Elements" panel (on the left) and drop them on to the canvas.: Textbox (for candidate name) numeric (for candidate age) Textarea (for candidate prior work & experience details) Email (for candidate email address) and a submit button  |
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Change each element's label. Simply select the element and change its label text in the "element settings" ("Properties" panel > Element> Settings > Basic > Label)  |
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Make your email element mandatory (Select the email element and go to: "Properties" panel > Element> Settings > Basic > Turn on "Mandatory" checkbox)  |
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Save the form. Once you are done creating the form you can add a workflow to it  |
| 1- | Go to "Properties Panel" > "Form" > "Settings" > "Workflow" category |
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Press on the "Configure workflow" button  |
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The workflow editor window will now open, containing 3 elements linked in a basic flow. This flow is exactly what we need for this example, so we will use it as is, and just configure the settings. According to this flow: the form filler will first enter data. This will be sent via email to the "person" we defined. In the email sent to the "person" there will be 2 buttons: "approve" and "reject" and he will need to press one of them. Once the person approves the issue - the flow will reach its end and the form filler will be sent an email, saying his candidacy was approved. If the person presses "reject" - the flow will return to the beginning, sending an email to the form filler, saying his candidacy was rejected.  |
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Press on the "Settings" button in the upper toolbar to configure the workflow settings: Description - this description is for your benefit only. Preview form data in workflow step - when this checkbox is turned on the data entered in the form will be displayed along with the onscreen message given to the approving person. Your form filler is - This field defines who the form filler is. In this case it is the one that fills in the email element - so choose the "email" option from the dropdown. Approved message - This is the text for an on screen message shown to the person after he approves the issue in the email. Reject message - This is the text for an on screen message shown to the person after he rejects the issue in the email. Reply to - the email address show to the form filler if he wishes to reply From - This text will appear in the email subject, when it arrives (you can enter your name, your company etc). Approve button - Configure the text on the "Approve" button (default text is "approved"). Reject button - Configure the text on the "reject" button in the person email (default text is "rejected") Show status link - this option will add a status link to the email sent to the "person". Pressing on the link will show the flow steps and where the request is currently located in this flow. Status link text - allows you to change the default text of the link. Press on "apply" to save the settings.  |
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The properties at the top will define who the "person" is, and the subject & body of the email sent to him. |
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